Shawn
Mauro
Livelife Capital Partners LLC
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About this Advisor
Shawn Mauro is a financial advisor based in Southborough, Massachusetts, working with Livelife Capital Partners LLC. Shawn has previously held positions at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Livelife Capital Partners, and Purshe Kaplan Sterling Investments, Inc. Shawn has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Shawn is part of Livelife Capital Partners LLC, which operates out of Southborough, Massachusetts. The firm has 1 office and 7 employees. The firm manages assets totaling $283.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Livelife Capital Partners LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Livelife Capital Partners LLC Brokerage Details
$283,139,611
7
873
$324,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Shawn Mauro Work History
Livelife Capital Partners
Purshe Kaplan Sterling Investments, Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co. Inc
Disclosures
Please visit the SEC profile of Shawn Mauro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Livelife Capital Partners LLC
Southborough, MA
Southborough, MA
Southborough, MA
Southborough, MA
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